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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,284 | $201,264-94.9% | $184,185-94.4% | $145,978-93.0% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 18.49% | 29.00%-10.5pp | 28.81%-10.3pp | 550.52%-532.0pp |
| Employer contribution / active EE | $2,347 | $7,021-66.6% | $6,426-63.5% | $4,662-49.7% |
| Participant deferral / active EE | $3,007 | $9,806-69.3% | $9,132-67.1% | $6,690-55.1% |
| Admin fee / account holder | $6,358 | $16,376-61.2% | $13,909-54.3% | $13,400-52.6% |